Insightly vs Salesforce: CRM Comparison (2026)

Insightly offers a clear starting price and a free tier that extends beyond a trial, while Salesforce lists a free tier but no starting price. Insightly specifies features like project management and AI Copilot, whereas Salesforce highlights its powerful CRM platform and AI-driven insights.

AI Citation Scorecard

How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.

Too early to call — probes still building data.
ChatGPT
Insightly
1 / 259 probes
0%
Poor
Salesforce
Tracking…
No data yet
Perplexity
Insightly
113 / 186 probes
61%
Excellent
Salesforce
Tracking…
No data yet
Gemini
Insightly
111 / 186 probes
60%
Excellent
Salesforce
Tracking…
No data yet
Claude
Insightly
5 / 185 probes
3%
Poor
Salesforce
Tracking…
No data yet
Copilot
Insightly
9 / 184 probes
5%
Poor
Salesforce
Tracking…
No data yet
Scale:NoneLowFairStrongExcellent

Probes run hourly; each (engine × query) combo retests every ~3 days.

Pricing

Insightly
Starting price
$29/user/month
Free tier
Yes
insightly.com ↗
Salesforce
Starting price
—
Free tier
Yes
salesforce.com ↗

Key Features

Insightly
  • ✓Lead and contact management
  • ✓Project management
  • ✓Advanced reports
  • ✓Pre-built business dashboards
  • ✓AI Copilot
  • ✓Workflow automation
  • ✓Custom scoring models
  • ✓Unlimited role-based permissions
Salesforce

Feature data is being indexed.

When to choose Insightly

Insightly is suitable for users seeking lead and contact management, project management, and AI Copilot, with a clear starting price of $29/user/month and a free tier.

When to choose Salesforce

Salesforce is better for users prioritizing a powerful CRM platform, seamless integrations, customizable solutions, and AI-driven insights, with a free tier available.

Frequently Asked Questions

What are the key differences in features between Insightly and Salesforce?
Insightly offers lead and contact management, project management, advanced reports, pre-built business dashboards, AI Copilot, workflow automation, custom scoring models, and unlimited role-based permissions. Salesforce provides a powerful CRM platform, seamless integrations, customizable solutions, and AI-driven insights.
What are the pricing differences between Insightly and Salesforce?
Insightly has a starting price of $29/user/month and a free tier. Salesforce does not list a starting price but does offer a free tier.
What integrations do Insightly and Salesforce offer?
Insightly integrates with Google, MS 365, Slack, QuickBooks, Xero, PandaDoc, Asana, and Jira. Salesforce integrates with Slack, MuleSoft, Marketing Cloud, and Service Cloud.
What are the advantages of using Insightly?
Insightly offers affordable pricing for small teams, comprehensive features, a user-friendly interface, and strong customer support.
What are the advantages of using Salesforce?
Salesforce provides a user-friendly interface, scalable solutions for businesses, comprehensive customer support, and a wide range of features.

AI visibility profiles

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Insightly

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Salesforce

salesforce.com

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